Independent Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Independent Financial Group’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$570K	Sell	8,840 -455	-5%	-$26.1K	0.01%	941
2026 Q1	$421K	Buy	9,295 +795	+9%	+$37.1K	0.01%	1012
2025 Q4	$387K	Hold	8,500	–	–	0.01%	1027
2025 Q3	$379K	Sell	8,500 -11	-0.1%	-$462	0.01%	973
2025 Q2	$347K	Sell	8,511 -161	-2%	-$5.83K	0.01%	954
2025 Q1	$297K	Buy	8,672 +6	+0.1%	+$225	0.01%	939
2024 Q4	$324K	Buy	8,666 +78	+0.9%	+$2.97K	0.01%	871
2024 Q3	$324K	Buy	8,588 +278	+3%	+$10.1K	0.01%	844
2024 Q2	$305K	Buy	8,310 +329	+4%	+$11.4K	0.01%	827
2024 Q1	$281K	Buy	+7,981	New	+$269K	0.01%	810
2023 Q3	–	Sell	-7,690	Closed	-$226K	–	947
2023 Q2	$226K	Buy	7,690 +10	+0.1%	+$273	0.02%	777
2023 Q1	$212K	Buy	+7,680	New	+$202K	0.02%	750

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's RSPT Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 4.9% in Q2 2026, selling an estimated $26.1K and leaving 8,840 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #941.

Independent Financial Group first reported a position in RSPT in Q1 2023 and has held it in 12 quarters since. 500 funds tracked by Wall St. Rank hold RSPT as of Q2 2026.

Independent Financial Group held 8,840 shares of Invesco S&P 500 Equal Weight Technology ETF worth $570K as of Q2 2026.
Independent Financial Group sold 455 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2026, an estimated $26.1K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #941 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 12 quarters since.
500 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.